VIOG vs. WAMCX
Compare and contrast key facts about Vanguard S&P Small-Cap 600 Growth ETF (VIOG) and Wasatch Ultra Growth Fund (WAMCX).
VIOG is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Growth Index. It was launched on Sep 7, 2010. WAMCX is managed by Wasatch. It was launched on Aug 17, 1992.
Performance
VIOG vs. WAMCX - Performance Comparison
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VIOG vs. WAMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 2.81% | 5.40% | 9.23% | 16.92% | -21.14% | 22.49% | 19.68% | 21.16% | -4.57% | 14.70% |
WAMCX Wasatch Ultra Growth Fund | -12.13% | -2.85% | 8.25% | 19.19% | -39.71% | 5.23% | 71.48% | 38.09% | 10.34% | 31.60% |
Returns By Period
In the year-to-date period, VIOG achieves a 2.81% return, which is significantly higher than WAMCX's -12.13% return. Over the past 10 years, VIOG has underperformed WAMCX with an annualized return of 9.89%, while WAMCX has yielded a comparatively higher 10.78% annualized return.
VIOG
- 1D
- 3.50%
- 1M
- -4.59%
- YTD
- 2.81%
- 6M
- 2.72%
- 1Y
- 17.58%
- 3Y*
- 10.75%
- 5Y*
- 3.16%
- 10Y*
- 9.89%
WAMCX
- 1D
- -1.81%
- 1M
- -12.55%
- YTD
- -12.13%
- 6M
- -4.24%
- 1Y
- 0.20%
- 3Y*
- 1.01%
- 5Y*
- -7.77%
- 10Y*
- 10.78%
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VIOG vs. WAMCX - Expense Ratio Comparison
VIOG has a 0.15% expense ratio, which is lower than WAMCX's 1.16% expense ratio.
Return for Risk
VIOG vs. WAMCX — Risk / Return Rank
VIOG
WAMCX
VIOG vs. WAMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Small-Cap 600 Growth ETF (VIOG) and Wasatch Ultra Growth Fund (WAMCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| VIOG | WAMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | -0.02 | +0.83 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.15 | +1.13 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.02 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | -0.19 | +1.52 |
Martin ratioReturn relative to average drawdown | 5.39 | -0.65 | +6.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIOG | WAMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | -0.02 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | -0.29 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.42 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.36 | +0.20 |
Correlation
The correlation between VIOG and WAMCX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VIOG vs. WAMCX - Dividend Comparison
VIOG's dividend yield for the trailing twelve months is around 0.94%, while WAMCX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 0.94% | 1.04% | 1.03% | 1.15% | 1.17% | 0.69% | 0.68% | 1.09% | 0.76% | 0.87% | 0.92% | 1.04% |
WAMCX Wasatch Ultra Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 12.08% | 2.99% | 1.96% | 7.65% | 11.92% | 11.44% | 9.18% |
Drawdowns
VIOG vs. WAMCX - Drawdown Comparison
The maximum VIOG drawdown since its inception was -41.73%, smaller than the maximum WAMCX drawdown of -66.51%. Use the drawdown chart below to compare losses from any high point for VIOG and WAMCX.
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Drawdown Indicators
| VIOG | WAMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.73% | -66.51% | +24.78% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -16.89% | +3.07% |
Max Drawdown (5Y)Largest decline over 5 years | -29.15% | -53.18% | +24.03% |
Max Drawdown (10Y)Largest decline over 10 years | -41.73% | -53.18% | +11.45% |
Current DrawdownCurrent decline from peak | -5.85% | -40.96% | +35.11% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -15.05% | +7.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 4.95% | -1.54% |
Volatility
VIOG vs. WAMCX - Volatility Comparison
The current volatility for Vanguard S&P Small-Cap 600 Growth ETF (VIOG) is 7.21%, while Wasatch Ultra Growth Fund (WAMCX) has a volatility of 8.06%. This indicates that VIOG experiences smaller price fluctuations and is considered to be less risky than WAMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIOG | WAMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 8.06% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 13.04% | 15.50% | -2.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.01% | 25.65% | -3.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.54% | 27.32% | -5.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.82% | 25.54% | -2.72% |